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  1. #17221
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    Quote Originally Posted by psychic View Post
    Yes the AGM presentation read well and has obviously got a few going. Much was made of the recent announcement that CxBladder had been included in the NCCN guidelines, and such an inclusion absolutely should.

    But read the guidelines and you will find that it wasn’t. No mention of CxBladder at all.

    This is what the CEO’s notes said in his AGM presentation:

    “Just this month, we were advised that Cxbladder has been included in the latest version of the National Comprehensive Cancer Network (NCCN) Guidelines for Bladder Cancer in the USA…. as an approved clinical intervention for high-risk patients being monitored for the recurrence of urothelial cancer. This is a pivotal commercial outcome for the company with the NCCN Guidelines widely recognised and used as the standard for clinical policy and practice in oncology by clinicians and payors in the USA. To be considered for review and inclusion in the NCCN guidelines requires an extensive portfolio of clinical evidence, a track record of clinical use, and broad adoption by physicians.”

    The market announcement said

    CXBLADDER INCLUDED IN THE LATEST NCCN BLADDER CANCER GUIDELINES IN THE USA Cancer diagnostics company, Pacific Edge (NZX: PEB), advises that Cxbladder has been included in the latest version of the National Comprehensive Cancer Network (NCCN) Guidelines for Bladder Cancer in the USA. This is a significant achievement with the NCCN Guidelines widely recognised and used as the standard for clinical policy and practice in oncology by clinicians and payors in the USA. The new guidelines update, which was issued on 10 July 2019, state that the evaluation of urinary urothelial tumor markers (Cxbladder by direct reference) may be considered during surveillance of high-risk non-muscle-invasive bladder cancer. The NCCN Bladder Cancer Panel considers this a category 2B recommendation, which means there is NCCN consensus that the use of Cxbladder as a clinical intervention is appropriate. This follows on from Cxbladder’s inclusion in clinical guidelines by several New Zealand public healthcare providers in the last year. To be considered for review and inclusion in the NCCN guidelines requires an extensive portfolio of clinical evidence, a track record of clinical use, and broad adoption by physicians. This is an important milestone for Pacific Edge’s commercial journey in the USA, says CEO, David Darling, and comes on the back of 10 years of successful clinical evidence and commercial development. “Over the preceding years many of our customers in the USA have been hampered in their commercial use of Cxbladder while the Cxbladder technology has not been specifically included in the guideline recommendations. Inclusion in the NCCN Bladder Cancer guidelines is a major commercial milestone for the Company in the USA and will be of significant value as we progress our commercial discussions with our many urologist customers including the large healthcare organisations we are targeting.”


    To me this reads as if the NCCN are recommending the use of CxBladder and have included in the Clinical pathway, no?

    But cystoscopies and cytology are still the go if I understand it correctly. The only change is the small print, Urinary Tumour Markers may now be considered in the surveillance of High Risk, non – muscle invasive bladder cancer (only). And this a low evidence level category 2b recommendation. In support of this the NCCN then references a literary study completed in 2015 by Chow et al in support of this and here is the abstract:

    https://www.ncbi.nlm.nih.gov/pubmed/26501851


    THE PURPOSE:
    To systematically review the evidence on the accuracy of urinary biomarkers for diagnosis of bladder cancer in adults who have signs or symptoms of the disease or are undergoing surveillance for recurrent disease.

    THE CONCLUSION:
    Urinary biomarkers miss a substantial proportion of patients with bladder cancer and are subject to false-positive results in others. Accuracy is poor for low-stage and low-grade tumors.
    Cxbladder was considered but with only one study found they found the precision “imprecise” and the strength of evidence “low”.

    So this is what PEB mean when they say the NCCN state that the evaluation of urinary urothelial tumor markers (Cxbladder by direct reference) may be considered during surveillance of high-risk non-muscle-invasive bladder cancer.
    I think it is very misleading and excitement needs to be kept in check.
    Pretty much my thoughts initially, Psychic.
    However I dont think you can get past the fact that cxBladder is a urinary urothelial tumor marker and is therefore entitled to be included.
    One should perhaps make the observation that there are no other biomarkers specifically named which makes it a generalised statement applicable to all
    urinary urothelial tumor markers.
    Raises the question as to whether it was anything PEB did to get this accomplished or it came from some other area 5 years ago and has finally got approval.
    I would also assume that the competition would be equally delighted to be included.
    They did say by Direct Reference which sort of covers it

  2. #17222
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    Hi Miner, yeah, I kind of doubt it. They didn't release it to market for 5days after the review was published, think the loophole was probably brought to their attention! No, it is the misleading nature of the release that irks me. It might be a step in the right direction (by accident) but still needs a lot more supporting evidence.

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    That evidence keeps building though, Psychic and whether serendipity has struck early or not remains to be seen.

    Better to be included than not and cant really do any harm.

    I think along with you they could perhaps have been a little more generous in their explanation as to what prompted the inclusion and how it came about.

    The other thing is we don't know if they had their own second application for inclusion in at the time.

    Cheers
    Miner

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    Quote Originally Posted by Minerbarejet View Post
    Probably Balance buying up large
    Haha - I am in the camp of being willing if PEB ever turns around (drawing in my breath hard) to buy at 50c off those foolhardy souls (imo) who are taking the unreasonable risks now in throwing good money after bad to fund PEB's misadventures - happy to let them make their 100%.

    If PEB gets back up to 50c, then it should be capable of going up to $2.00 so I am happy to take the next 100% and more with a PEB de-risked.

    We shall see on Monday if it is yet another of PEB's regular sp 'move 'em up and sell 'em'.
    Last edited by Balance; 03-08-2019 at 08:56 AM.

  5. #17225
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    xxxxxxxxxx
    Last edited by Leftfield; 03-08-2019 at 12:16 PM. Reason: not relevant

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    Last edited by Minerbarejet; 03-08-2019 at 12:40 PM.

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    All cool thanks Miner, now deleted.
    Last edited by Leftfield; 03-08-2019 at 12:16 PM.

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    Quote Originally Posted by Minerbarejet View Post
    Better to be included than not and cant really do any harm.

    This was in relation to PEB having its cxBladder test included in the NCCN.

    Nothing to do with share prices nor an opinion on whether one should have held or not over the years.

    Cheers
    Miner
    Still a very pertinent observation by LF - why risk your hard earned money with those who are doing a lousy job and only know how to spend, spend and spend?

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    Finished @ .24 after the bell on Friday, is there something out there ?

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    Quote Originally Posted by whatsup View Post
    Finished @ .24 after the bell on Friday, is there something out there ?
    Pretty sure this has already been posted here,

    https://youtu.be/HzNoPRDp9q8

    Goes over all the information we already know, but from someone on the front line and invovled with a guidline board.

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